While investors are hyper-focused on retailers this time of year, I see an overlooked opportunity in a prominent department store chain. Macy’s (NYSE: M) popped 8% on July 15 when activist investor Starboard Value announced an undisclosed stake and plans to push for a spinoff of the company’s… Read More

When Warren Buffett’s Berkshire Hathaway released its quarterly 13F statement this week, two things were clear. For starters, the filing showed the Oracle of Omaha still has what it takes to make huge profits for his investors. For instance, his backing of the merger between Kraft and Hathaway-controlled Heinz… Read More

Consolidation in the telecommunications and pay-TV markets has put the two industries in flux. We’ve seen mega-mergers like the tie-up between AT&T (NYSE: T) and DirectTV approved while others have been thwarted.  A big deal may be coming soon that could translate to strong upside for a beaten-down… Read More

Bill Ackman spent four hours last week defending his position in Valeant Pharmaceuticals (NYSE:... Read More

Bill Ackman spent four hours last week defending his position in Valeant Pharmaceuticals (NYSE: VRX) after accusations of fraud more than halved the stock’s price in less than three... Read More

Shares of utility companies have been hit hard this year thanks to worries of an interest rate hike and the drop in energy prices, a key component in what utilities can charge. Companies in the formerly hot renewable energy space have been hit even harder in recent months. Read More

As predictable as some market cycles are, they always seem to catch investors off guard. Mr. Market, senile old man that he is, just can’t seem to get past the euphoric buying around peaks and the panic selling around troughs. Smart investors know they don’t have to time… Read More

The markets continue to fluctuate between positive and negative territory for the year. Relatively... Read More

The markets continue to fluctuate between positive and negative territory for the year. Relatively good economic data in the United States is working against higher interest rates and slower global... Read More

While investors are worrying about the direction of the general market, a few industries have been... Read More

While investors are worrying about the direction of the general market, a few industries have been under the gun for a year or so already. Any industry tied to energy or commodities, for instance,... Read More

Large swings in the Dow Jones Industrial Average and other major market averages always seem to increase the level of fear in business news headlines. Here are some good ones we’ve seen in the past few weeks: “Panic selling returns to fragile markets” “Investors urged to avoid panic… Read More

Timing a short squeeze can be tricky. Jump in too soon and you could be sitting on dead money until management improves its outlook. Wait too long and you risk missing most of the upside. The most unloved companies are usually unloved for a reason — whether thanks… Read More